What buyers look for when acquiring a business
Key considerations when advising business-owner clients
Top Stories in Practice
Assante launches online platform with WealthBar
The digital service is only for Assante clients
- By: Staff
- September 13, 2019 September 13, 2019
- 10:53
How Canadians feel about AI in financial services
A TD report breaks down the enthusiasm, and the unease
- By: Maddie Johnson
- September 13, 2019 September 13, 2019
- 09:39
Almost one-quarter of millennials would lie on mortgage applications: Equifax survey
23% also said mortgage fraud is a victimless crime
- By: Staff
- September 10, 2019 September 10, 2019
- 11:55
Financial stress is impacting work performance, survey finds
The rising costs of living and overwhelming debt were among the biggest sources of stress
- By: The Canadian Press
- September 4, 2019 September 4, 2019
- 12:00
Wealthsimple takes aim at HNW clients with Grayhawk partnership
The firm serving wealthy families will use the Wealthsimple for Advisors platform
- By: Staff
- August 15, 2019 August 15, 2019
- 12:02
RRSP vs. TFSA: a classic apples and oranges comparison
Identifying clients’ goals will clarify the choice
- By: Curtis Davis
- August 12, 2019 August 22, 2019
- 15:00
As population ages, more Canadians find themselves in caregiving role
Many are making sacrifices to juggle their responsibilities with their daily routines
- By: Staff
- August 12, 2019 August 12, 2019
- 12:27
U.S. healthcare options for Canadians
Accessing coverage is complex, but there are solutions
- By: Jonah Ravel
- August 9, 2019 August 9, 2019
- 10:40
Advisor’s Edge launches Prosper, a podcast for financial advisors
The program hosted by Bruce Sellery covers practice management issues
- By: Staff
- August 1, 2019 August 1, 2019
- 16:00
Saying ‘I do!’ to a financial plan
How to get your clients to commit
- By: Charles-Antoine Gohier
- July 25, 2019 July 25, 2019
- 15:00
Pension or commuted value: 7 criteria to make the decision
Help clients who have changed employers
- By: Charles-Antoine Gohier
- July 15, 2019 July 15, 2019
- 15:36
Canadian consumer insolvencies on the rise
Data from May show an 8.6% year-over-year increase
- By: Staff
- July 4, 2019 July 4, 2019
- 10:55
Robo-advisor Smart Money for Her targets women
The platform incorporates assumptions such as longer life expectancy and different career paths
- By: Staff
- June 25, 2019 June 25, 2019
- 12:09
Senate committee urges feds to develop open banking framework
A report called for a registry of third-party providers and an innovation sandbox
- By: Staff
- June 21, 2019 June 21, 2019
- 12:34
Survey finds millennial dissatisfaction with self-directed investment firms
More than one-quarter of the young cohort are thinking about changing firms, J.D. Power says
- By: Staff
- June 19, 2019 June 19, 2019
- 11:42
Presenting an impactful financial plan
Five steps for success
- By: Charles-Antoine Gohier
- July 3, 2019 July 3, 2019
- 16:39
Retirees want more than investment tips from advisors: survey
Plus, how a financial plan impacts a client's retirement outlook
- By: Staff
- June 24, 2019 June 24, 2019
- 13:03
Do you really know how to express empathy to clients?
Connect with clients more effectively with these tips from STEP Canada
- By: Michelle Schriver
- June 11, 2019 June 11, 2019
- 15:00
Get your CE credits before year’s end
The IIROC cycle ends Dec. 31, 2017
- By: Staff
- December 15, 2017 March 19, 2019
- 00:00
Personal tax season — Are you ready?
Take this CE Course, which consists of a slide presentation and accompanying audio.
- By: Michelle Connolly
- March 17, 2017 August 22, 2019
- 00:00
CE Course: 34 ways to be a better advisor
The authors identify 34 concrete, detailed strategies to improve client relationships, perform better discovery and give better advice.
- By: Anne Manson and Doug Towill
- November 10, 2016 August 22, 2019
- 10:00